Benefits Services

Implementation

After you have selected the best insurance plan for your needs, Carlyle Business Services provides hands-on assistance throughout the enrollment process.

For groups, we assist in employee enrollments, verifying that no data is missing, we will work with you in gathering all of the necessary documentation and paperwork for submitting your new group to the carrier. We can also assist in enrolling in the federal SHOP marketplace.

For individuals, we can enroll you on or off the federal health exchange at Healthcare.gov. We can complete enrollments over the phone, in our office, or at your office or home.

We offer the flexibility to let you decide how best we can serve you.

Administration

Service after policy issue is the main reason to select a broker. With decades of experience, we can assist you in making sure your policy performs as expected.

We assist clients with all manner of issues as they arise — from billing problems to claims review and appeals. Instead of fighting a large insurance carrier, our clients call us and we handle the problem quickly and efficiently.

The world of benefits and compliance is rapidly changing due to technology and the law, let Carlyle Business Services help you navigate these changes and deliver value without compromising benefits.

Accounting Services for Small Companies and Individual

Accounting & Bookkeeping:

We are familiar with different industries: non-profit, construction with job cost, and service companies.

Reconcile your bank book.

Create monthly, quarterly, and yearly financial statements.

Payroll:

Up-to-date on current laws on payroll tax reporting.

Provide weekly, monthly, quarterly, and yearly reports.

Process payroll from your check book and complete federal and state tax forms.